See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,674 | $64,480+371.0% | $81,382+273.1% | $80,856+275.6% |
| Participation rate | 72.9% | 63.9%+9.0pp | 69.5%+3.4pp | 67.6%+5.3pp |
| Annual return | 15.24% | 16.34%-1.1pp | 24.73%-9.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,525 | $1,978+27.6% | $2,463+2.5% | $2,755-8.4% |
| Participant deferral / active EE | $4,163 | $3,094+34.6% | $3,883+7.2% | $4,296-3.1% |
| Admin fee / account holder | $21,762 | $5,671+283.7% | $5,768+277.3% | $6,918+214.6% |